Accel Wealth Management’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$475K Buy
2025
Q2
$490K Sell
2025
Q1
$486K Sell
2024
Q4
$438K Buy
2024
Q3
$380K Buy
2024
Q2
$360K Buy
2024
Q1
$252K Buy
2023
Q4
$209K Buy
2023
Q2
Sell
2023
Q1
$116K Hold
2022
Q4
$107K Hold
2022
Q3
$96K Sell
2022
Q2
$151K Sell
2022
Q1
$173K Buy
2021
Q4
$165K Buy
2021
Q3
$99K Sell
2021
Q2
$116K Sell
2021
Q1
$139K Buy
2020
Q4
$116K Buy